Client Onboarding Kit

Most freelance headaches — scope creep, chasing payments, unclear expectations — start before the project even begins. This kit fixes that by giving you everything you need to set clear terms with a new client from day one.

WHAT'S INSIDE (4 tools, 2 files):

✓ Client Intake Questionnaire — the right questions to ask before you quote, so scope and budget are clear upfront

✓ Project Agreement Template (Word doc) — a fill-in-the-blank contract covering scope, timeline, payment terms, revisions, and ownership rights

✓ Payment Schedule Tracker — plan deposit, milestone, and final payments against your total project value, and track what's been paid

✓ Scope Creep Checklist — a 5-question gut-check for whether a new request is in scope or needs a new quote

HOW IT WORKS:

Send new leads the intake questionnaire, use their answers to fill in the agreement template, log your payment schedule, and run any mid-project requests through the scope checklist before saying yes for free.

COMPATIBLE WITH:

Excel/Google Sheets (spreadsheet) and Microsoft Word/Google Docs (agreement template)

WHAT YOU GET:

• 1 spreadsheet (.xlsx) with 4 tabs

• 1 Word document (.docx) project agreement template

• Instant download, lifetime access, fully editable

PERFECT FOR:

Freelance designers, writers, photographers, consultants, and creative solopreneurs who want fewer payment disputes and less scope creep.

Please note: the Project Agreement Template is a general starting point, not legal advice. Have a lawyer review it before using it for real contracts.